See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,554 | $48,265-1.5% | $68,791-30.9% | $68,494-30.6% |
| Participation rate | 58.1% | 60.7%-2.6pp | 69.0%-11.0pp | 67.9%-9.8pp |
| Annual return | -13.39% | -12.71%-0.7pp | -6.38%-7.0pp | -7.84%-5.5pp |
| Employer contribution / active EE | $561 | $1,829-69.3% | $2,655-78.9% | $2,596-78.4% |
| Participant deferral / active EE | $2,703 | $2,867-5.7% | $3,941-31.4% | $4,027-32.9% |
| Admin fee / account holder | $19,160 | $4,355+339.9% | $4,932+288.5% | $5,403+254.6% |